First Citizens Bank & Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

First Citizens Bank & Trust’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+1,467	New	+$189K	﹤0.01%	641
2023 Q3	–	Sell	-2,949	Closed	-$280K	–	354
2023 Q2	$280K	Buy	+2,949	New	+$270K	0.01%	301
2022 Q3	–	Sell	-2,988	Closed	-$266K	–	349
2022 Q2	$266K	Buy	2,988 +850	+40%	+$81.5K	0.01%	307
2022 Q1	$219K	Sell	2,138 -152	-7%	-$15.5K	0.01%	392
2021 Q4	$239K	Sell	2,290 -43	-2%	-$4.51K	0.01%	366
2021 Q3	$235K	Buy	2,333 +171	+8%	+$17.3K	0.01%	366
2021 Q2	$228K	Sell	2,162 -160	-7%	-$16.7K	0.01%	369
2021 Q1	$234K	Buy	+2,322	New	+$220K	0.01%	351

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust's IJS Position: Q2 2026 in Review

First Citizens Bank & Trust opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,467 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in IJS as recently as Q2 2023.

First Citizens Bank & Trust first reported a position in IJS in Q1 2021 and has held it in 8 quarters since. The position peaked at $280K in Q2 2023. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

First Citizens Bank & Trust held 1,467 shares of iShares S&P Small-Cap 600 Value ETF worth $201K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new First Citizens Bank & Trust position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #641 holding.
First Citizens Bank & Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 8 quarters since.
First Citizens Bank & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $280K in Q2 2023.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.